Frewen Lam – Investing Smarter: Lessons from Private Markets, Asia & Agri
26 Feb 2025
In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets.
Key Highlights:
– Frewen’s transition from public to private markets — why he believes private investments outperform.
– Lessons from investing in Asia, including insights into China and India’s economic trajectory.
– Why agriculture and real assets are the next frontier for wealth creation.
– The opportunities in private credit and secondary markets — how to buy assets at a discount.
– How top investors build portfolios that balance risk and long-term returns.
Frewen’s sharp insights, combined with David’s wealth advisory expertise, make this a must-listen for investors looking to refine their approach to alternative assets.
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